Updates an existing deal record in the Carta CRM. Use this skill when the user says things like "update a deal", "move deal to [stage]", "change deal stage", "edit deal", "update deal fields", "add a tag to deal", "assign deal lead", "update company info on deal", "link contacts to deal", or "/update-deal". Accepts a deal ID or company name (will search if no ID provided).
安装
npx skills add carta/plugins --skill update-dealnpx skills add carta/plugins --skill update-deal -a claude-code -gnpx skills add carta/plugins --skill update-deal -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/update-dealgh skill install carta/plugins update-dealgit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/update-deal ~/.claude/skills/update-deal # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/update-deal ~/.agents/skills/update-deal # Codex, Cursor, Gemini CLI, Copilot, OpenCode